2023 Form 5500 filing — Florida Presbyterian Homes, Inc. Tax Sheltered Annuity Plan

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250220113832NAL0004170643001) for Florida Presbyterian Homes, Inc. Tax Sheltered Annuity Plan, reported by Florida Presbyterian Homes, Inc. under EIN 59-0760207 and plan number 002. It reports 244 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3.6MReported net assets$3,621,560
Participants244
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20250220113832NAL0004170643001
Plan sponsor
Florida Presbyterian Homes, Inc.
EIN
59-0760207
Plan number
002
Location
Lakeland, FL
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$3.6M total assets
Net assets$3.6MLiabilities$0
Money in vs. money out
Total income / additions$726.8K
Total expenses$416.9K
Benefits paid / distributions$416.9K
Contributions
Employer$87K
Participant$130.2K
Full reported line items
Total assets (EOY)
$3,621,560
Total liabilities (EOY)
$0
Net assets (EOY)
$3,621,560
Employer contributions
$87,036
Participant contributions
$130,241
Total income / additions
$726,751
Benefits paid
$416,856
Administrative expenses
$85
Total expenses
$416,941
Net increase / (decrease)
$309,810

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250220113832NAL0004170643001 cover?
It is the 2023 Form 5500 filing for Florida Presbyterian Homes, Inc. Tax Sheltered Annuity Plan, reported by Florida Presbyterian Homes, Inc. (EIN 59-0760207).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages